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Eaton Vance Tax-Managed Global Diversified Equity Income Fund

257 hedge funds and large institutions have $600M invested in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in 2024 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 91 increasing their positions, 59 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 17

54% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 59

3% more funds holding

Funds holding: 250257 (+7)

2% more capital invested

Capital invested by funds: $586M → $600M (+$13.7M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.02% less ownership

Funds ownership: 22.66%22.65% (-0.02%)

Holders
257
Holders Change
+7
Holders Change %
+2.8%
% of All Funds
3.69%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
27
Increased
91
Reduced
59
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFG
76
Cooper Financial Group
California
$500K +$483K +57,381 New
MWM
77
MGB Wealth Management
Texas
$491K
JWCA
78
J.W. Cole Advisors
Florida
$490K +$36.4K +4,325 +8%
NAS
79
NWF Advisory Services
California
$460K -$2.52K -300 -0.6%
WE
80
Wealth Effects
Massachusetts
$455K -$5.34K -635 -1%
Calamos Advisors
81
Calamos Advisors
Illinois
$447K +$6.34K +754 +1%
KA
82
Kovack Advisors
Florida
$436K -$8.21K -976 -2%
DJYG
83
David J. Yvars Group
Florida
$433K +$1.63K +194 +0.4%
MFG
84
Merit Financial Group
Georgia
$414K -$664 -79 -0.2%
IAG
85
Investmark Advisory Group
Connecticut
$411K +$4.36K +518 +1%
AC
86
Avory & Company
Florida
$410K
SCM
87
Sage Capital Management
New Jersey
$405K
WS
88
Wedbush Securities
California
$404K +$52.5K +6,237 +16%
KAS
89
Kestra Advisory Services
Texas
$393K -$723K -85,932 -66%
BAAM
90
Baker Avenue Asset Management
California
$388K
Wealth Enhancement Advisory Services
91
Wealth Enhancement Advisory Services
Minnesota
$380K -$252 -30 -0.1%
AFG
92
Atomi Financial Group
New York
$379K -$933 -111 -0.3%
SI
93
Saxon Interests
Texas
$370K -$260K -30,937 -42%
PI
94
PFG Investments
New York
$358K +$6.75K +802 +2%
Mercer Global Advisors
95
Mercer Global Advisors
Colorado
$358K -$45.2K -5,374 -11%
OC
96
Oppenheimer & Co
New York
$338K -$16.7K -1,984 -5%
GSIAS
97
Garden State Investment Advisory Services
New Jersey
$334K +$1.57K +187 +0.5%
CWM
98
Cranbrook Wealth Management
Michigan
$322K
MSFS
99
Main Street Financial Solutions
Pennsylvania
$317K +$17.8K +2,119 +6%
ICMP
100
Integrated Capital Management (Pennsylvania)
Pennsylvania
$313K +$21K +2,498 +7%

EXG Hedge Fund Activity: Q3 2024 in Review

257 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) for Q3 2024, worth a combined $600M — up 2.3% from $586M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new EXG positions and 17 closed out — a net gain of 10 holders — while 91 added to existing stakes and 59 trimmed.

The largest buyer was Penserra Capital Management, opening a new position worth an estimated $4.43M. The largest seller was Cornerstone Advisors, cutting an estimated $18.3M.

  • 257 institutional investors held Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) as of Q3 2024, up from 250 in Q2 2024.
  • Funds reported $600M of Eaton Vance Tax-Managed Global Diversified Equity Income Fund stock for Q3 2024, up 2.3% quarter-over-quarter.
  • 27 funds opened new Eaton Vance Tax-Managed Global Diversified Equity Income Fund positions in Q3 2024 and 17 closed out, a net change of +10 holders.
  • The largest Eaton Vance Tax-Managed Global Diversified Equity Income Fund buyer in Q3 2024 was Penserra Capital Management, an estimated $4.43M added.
  • The largest Eaton Vance Tax-Managed Global Diversified Equity Income Fund seller in Q3 2024 was Cornerstone Advisors, an estimated $18.3M sold.

Based on aggregated 13F filings for Q3 2024.